IVV vs VUG

AIVV

BVUG

Measures won4–1IVV wins · of 6 · 5Y

$10,000 · 5Y$18,118IVV · VUG $17,153

Lowest cost0.03%IVV · $3 on $10k

Most income1.09%IVV · $109 on $10k

Smallest drop−8.9%IVV · worst fall in 1Y

Held in common55.4%IVV and VUG

IVV

VUG

iShares Core S&P 500 ETF · $872BVanguard Morningstar Growth ETF · $233B

+24.2%3 years · per year$19,178 · $19,712+25.4%

+12.6%5 years · per year$18,118 · $17,153+11.4%

0.03%Expense ratio$3 · $3 on $10k · lower wins0.03%

1.09%12-mo yield$109 · $40 on $10k0.40%

−8.9%Worst dropSmaller wins−16.1%

12.9%VolatilityLower wins18.2%

4–1IVV wins

$10,000 · 5 yearsOne scale

Shared top holdingsIVV · VUG

7.7%NVDA13.5%

7.4%AAPL12.5%

5.9%MSFT9.7%

3.8%AMZN4.3%

Held in common55.4%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$872.0B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	AIVV	iShares Core S&P 500 ETFRead Desk		0.03%	1.09%	+1.6%	+13.4%	+13.5%	+24.2%	+12.6%	−8.9%	$872.0B
2	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

IVV vs VUG

IVV

iShares Core S&P 500

$18,118

VUG

Vanguard Morningstar Growth

$17,153

MeasureIVVVUG

Fee0.03%0.03%

Cost on $10k a year$3$3

Yield1.09%0.40%

5 years, per year+12.6%+11.4%

3 years, per year+24.2%+25.4%

Worst drop · 1Y−8.9%−16.1%

Volatility · 1Y12.9%18.2%

4–1measures won
IVV first

55.4%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

VOO vs IVV

YTD

VanguardVOO

+13.4%

IVViShares

+13.4%

+13.4%Year to date+13.4%

1.1%Yield1.1%

$1.00TAssets$872B

0–0level

End-of-day Nov 4, 2026

Overlap: IVV, VUG

Today

55.4%most shared, IVV and VUG

IVVVUG

IVV—55.4%

VUG55.4%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$106most kept, IVV

IVV$109 − $3 = $106

VUG$40 − $3 = $37

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee